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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-1363171 | Contract Administrator | $430,165 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $403,639 |
VERUS5+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $35,000 |
Service code 29 · EIN 91-0889948 | Legal | $32,259 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $19,138 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $13,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,790 | $73,497-40.4% | $101,275-56.8% | $93,223-53.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 5.93% | 11.66%-5.7pp | 46.46%-40.5pp | 19.29%-13.4pp |
| Employer contribution / active EE | $2,250 | $3,600-37.5% | $3,660-38.5% | $2,680-16.0% |
| Participant deferral / active EE | $1,212 | $3,303-63.3% | $4,370-72.3% | $4,563-73.4% |
| Admin fee / account holder | $133 | $121+10.0% | $5,948-97.8% | $79+68.0% |